How Do You Handle a Deceased Person’s MPF?

What did a July 2011 column explain?

When a member dies, accrued benefits become part of the estate — handled like bank deposits, stocks or property. Normally, next of kin (in order: spouse, children, parents, siblings) apply to the Probate Registry for letters of administration to become the “personal representative,” then claim from the trustee.

Which forms are needed?

The “Claim Form for Payment of Accrued Benefits” (MPF(S)-W), downloadable from the MPFA website or from trustees; submit with the representative’s ID copy, the death certificate copy, and probate/letters of administration — trustees may ask to see originals.

What if you don’t know the accounts?

File the “Application for Information on Personal Accounts” (PA-PR) with ID and probate copies, in person, by post or fax; the MPFA verifies and provides trustee details so you can check balances and claim.